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Technology Stocks : QUANTUM -- Ignore unavailable to you. Want to Upgrade?

To: Robert Salasidis who wrote (4847)	11/11/1997 4:50:00 PM
From: Sam	Respond to of 9124

"The article seems to be a little pro AIT." I agree, it does. But it gave some reasonable history, and a starting point. There are some better things out there on DLT, although the ones I know are even more dated than that one. Still, I will try to find one or two to post tomorrow, if I can. All things considered, though, I wrote two weeks ago that I thought QNTM was a buy in the high 30s. I still think that, even given what has transpired since. It is a raging buy now, even with the uncertainties in ASPs. As Z has pointed out several times, the market is giving a negative value to the drive business of 20-30 dollars/share. You would think that it is a worse business than Bre-X, which at least bottomed at 0. Despite the huge hit I have taken, and despite the fact that I am overweighted in QNTM, I am considering increasing my position. Cramer's words of "wisdom" notwithstanding.